Financial Perspectives Inc
Legal Name: FINANCIAL PERSPECTIVES, INC.
Full Contact Details
Financial Perspectives Inc
3025 HARBOR LANE N, SUITE 200, MINNEAPOLIS, MN
763-553-7779
763-553-7782
Other Info
Financial Perspectives Inc, legally known as FINANCIAL PERSPECTIVES, INC., is a Minnesota-based corporation with ten employees, all of whom serve in advisory roles. The firm boasts an impressive clientele of 28, and is approved by the U.S. Securities and Exchange Commission, with a registration date of June 2, 2015.
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Financial Perspectives Logo The logo for Financial Perspectives (FP) Financial Perspectives Main Navigation About Services Team Blog Login FINRA’s BrokerCheck Your Vision. Our Perspective.® We Are Financial Planners Financial Perspectives ("FP") is a full-service wealth management firm founded on…
Direct Owners
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DANIEL JAMES DUGAN
PRESIDENT owns 75% or more
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DAVID WILLIAM DUGAN
VICE PRESIDENT/SECRETARY/TREASURER owns less than 5%
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NICOLE LYNN WILKEN
CHIEF COMPLIANCE OFFICER owns less than 5%